Correlation
The correlation between SAM and KO is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
SAM vs. KO
Compare and contrast key facts about The Boston Beer Company, Inc. (SAM) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAM or KO.
Performance
SAM vs. KO - Performance Comparison
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Key characteristics
SAM:
-0.27
KO:
1.14
SAM:
-0.29
KO:
1.66
SAM:
0.97
KO:
1.20
SAM:
-0.14
KO:
1.21
SAM:
-0.65
KO:
2.65
SAM:
17.44%
KO:
7.08%
SAM:
36.14%
KO:
17.04%
SAM:
-83.22%
KO:
-68.22%
SAM:
-82.30%
KO:
-3.26%
Fundamentals
SAM:
$2.63B
KO:
$308.96B
SAM:
$5.99
KO:
$2.49
SAM:
38.16
KO:
28.57
SAM:
0.87
KO:
2.72
SAM:
1.29
KO:
6.59
SAM:
2.93
KO:
11.79
SAM:
$2.07B
KO:
$46.89B
SAM:
$926.65M
KO:
$28.64B
SAM:
$265.35M
KO:
$16.01B
Returns By Period
In the year-to-date period, SAM achieves a -22.91% return, which is significantly lower than KO's 15.67% return. Over the past 10 years, SAM has underperformed KO with an annualized return of -1.15%, while KO has yielded a comparatively higher 9.14% annualized return.
SAM
-22.91%
-6.20%
-26.28%
-9.63%
-13.58%
-16.35%
-1.15%
KO
15.67%
-1.19%
12.62%
19.33%
6.54%
12.30%
9.14%
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Risk-Adjusted Performance
SAM vs. KO — Risk-Adjusted Performance Rank
SAM
KO
SAM vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Boston Beer Company, Inc. (SAM) and The Coca-Cola Company (KO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
SAM vs. KO - Dividend Comparison
SAM has not paid dividends to shareholders, while KO's dividend yield for the trailing twelve months is around 2.75%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAM The Boston Beer Company, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% |
KO The Coca-Cola Company | 2.75% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
Drawdowns
SAM vs. KO - Drawdown Comparison
The maximum SAM drawdown since its inception was -83.22%, which is greater than KO's maximum drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for SAM and KO.
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Volatility
SAM vs. KO - Volatility Comparison
The Boston Beer Company, Inc. (SAM) has a higher volatility of 7.08% compared to The Coca-Cola Company (KO) at 5.24%. This indicates that SAM's price experiences larger fluctuations and is considered to be riskier than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SAM vs. KO - Financials Comparison
This section allows you to compare key financial metrics between The Boston Beer Company, Inc. and The Coca-Cola Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SAM vs. KO - Profitability Comparison
SAM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Boston Beer Company, Inc. reported a gross profit of 219.26M and revenue of 453.87M. Therefore, the gross margin over that period was 48.3%.
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a gross profit of 6.97B and revenue of 11.13B. Therefore, the gross margin over that period was 62.6%.
SAM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Boston Beer Company, Inc. reported an operating income of 33.78M and revenue of 453.87M, resulting in an operating margin of 7.4%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported an operating income of 3.66B and revenue of 11.13B, resulting in an operating margin of 32.9%.
SAM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Boston Beer Company, Inc. reported a net income of 24.41M and revenue of 453.87M, resulting in a net margin of 5.4%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a net income of 3.33B and revenue of 11.13B, resulting in a net margin of 29.9%.